Sale Item Settings

On the Sale Item Settings set up page, you can set:

• Categories - allows you to organize and categorize items you add to events.
• Fields - allows you to create a library of questions to collect information when a user purchases a product assigned to an event.
• Templates - allows for the creation of pre-configured items with set quantities, names, and information collection settings.

 

To access the Sale Item Settings setup page:

• Click on Settings in the side navigation menu.
• Click on Sale Item Settings under Calendar Settings.

Category

Categories allow you to create an organized structure for items you add to events. You can add as many categories as you like.

 

To add a category:

• Click on the Add new category link.
• Enter the Category Name.
• Ensure that the Active check box is checked to make this category available for use.
• Click the Insert button. *Note: Once a category has been added, it cannot be deleted. You can however, disable a category at any time.

 

 

To disable a category:

• Click on the Edit link for the category.
• Uncheck the Active checkbox
• Click the Update button to save the change.

Fields

Fields offer a means of collecting additional information for items. A visitor is prompted to provide this information when they register for an event or add an item to their cart. It is important to note that Fields can be used for any item added to an event. Additionally, Fields are made available to all calendar sites in your Event Manager account.

 

To create a new field:

• Click on Add new field.
• Enter the Display Name in the What Information do you need to collect? box.
• Check the box to Enable the field for event authors.
• Select the Response Type:
  • Text: Selecting this field type will allow the visitor to type a text input response. This type is best suited when the response(s) that will be submitted will vary greatly and predefined responses may not be appropriate.
  • Yes/No: Selecting this field type will present the visitor with a check box that they can check to indicate a "yes" or "no" response. It is important to note that this field is presented to the visitor as a single check box, not two separate yes or no check boxes. *Note: It is important that you phrase your "Display Name" in a manner that will encourage the visitor to select the checkbox for a "yes" response and leave the checkbox blank for a "no" response.
  • Single Choice: Selecting this field type will allow the visitor to select a single response from a list of predefined values. This field type is unique in that it allows for you to specify the list of responses that will be available to the visitor. If you select Single Choice as the type you must specify the acceptable responses in the "Options" text box. This type is best suited when the response that will be generated should be limited to a predefined group of acceptable values and the visitor is only intended to select one item from the list of options.
  • Multiple Choice: Selecting this field type will allow the visitor to select one or more response(s) from a list of predefined values. This field type is unique in that it allows for you to specify the list of responses that will be available to the visitor. If you select Multiple Choice as the type you must specify the acceptable responses in the "Options" text box. This type is best suited when the response that will be generated should be limited to a predefined group of acceptable values and the visitor should be able to select more than one item from the list of options.
• Click the Save button to create the new field.

 

Templates

Templates allow you to create pre-configured items with set quantities, names, and information collection settings. Templates can be used by any user creating events.

 

To create a new template:

• Click on the Add new template link.
• Enter the Product Name.
• Enter the Product Description.
• Select the Payment Type. You can select if the item is free, paid, or a donation.
• Choose whether the Product Type is a sale item or a registrant.
• If the Payment Type selected was paid, enter the Cost of each item.
• Enter the Quantity of the item available at each event.
• Choose the Product Category this item belongs to.
• Check the Locked option if you would like to prevent event authors from modifying this item when it is added to an event. *Note: Any modifications made to this item by event authors will be for a single event only. Authors can not modify the attributes of the product type globally from the Create an Event screen.
• Check the Active option to allow event authors to select this item when creating or modifying events.
• Item Questions
  • Select the information you would like collected for this item by checking the box next to the Field Name. You can also make this field required by checking the box in the Required column.
  • You can add a custom question for the item by selecting Add a Question. *Note: Questions added to the template will not be added to the global collection of fields.
  • After making your field selections, use the up () or down () arrows to determine what order the information should be collected in.
  • Under How much information do you need, choose whether you would like information collected for each individual item sold or if information should be collected only once per item.
• Click Insert to save the template.

You can set up and manage information for items that will be added to events, such as registrations, tickets, and purchasable items. On the Sale Item Settings page, you can set:

• Templates - allows for the creation of pre-configured items with set quantities, names, and information collection settings.
• Questions - allows you to create a library of questions to collect information when a user purchases a product assigned to an event.
• Categories - allows you to organize and categorize items you add to events.

 

To access the Sale Item Settings page:

• Click on Settings in the side navigation menu.
• Click on Sale Item Settings under Calendar Settings.

Templates

Templates allow you to create pre-configured sale items with set quantities, names, and information collection settings. Sale Item Templates can be used by any user creating events. Creating a template is the same process as creating a sale item, except you only enter the information that will be consistent across all items that should use this template.

 

To create a new template:

• Click on Add A Template.

Details

• Enter an Template Name.
• If you would like sale items made from this template to include ticketing so attendance can be tracked, check the box next to This is a registration. The tickets will be emailed to the user, and will include a QR code so the ticket can be scanned.
• Enter a Template Description. This should provide more detail than the Template Name.
• Enter the Quantity Available for this item.
• If there is a Cost associated with this item, enter the amount. If you would prefer to accept donations, check the Donation box.
  • Enter any applicable minimum and/or maximum donation amount.

 

 

• By default, the sale item will be Available as long as the event is published. If you would prefer, select Specific Availability to determine a time period prior to the start of the event that you would like this item to be available.
• If that is all the information you would like to enter for this template, click the Save button. Otherwise, move on to the next section.

 

Pictures

• Click on the Pictures tab.

• Upload a picture by locating the file on your computer, or pasting the image URL in the text field.
• Click Choose From Library to find an image that has been added to the Event Publisher media library.
• If that is all the information you would like to enter for this template, click the Save button. Otherwise, move on to the next section.

 

Questions

• Click on the Questions tab.
• If this template is a Registration, then First Name, Last Name and Email Address will be required questions by default.
• Check the Include box next to any other questions you would like the user to answer from the list of Available Questions.
• Click the Add a Question button to create a question that is not yet in the list.
  • Select the question type from the drop down menu, then type the Question text. *Note: Only questions that have been added this way are able to be edited.
• If that is all the information you would like to enter for this template, click the Save button. Otherwise, move on to the next section.

 

Settings

• Click on the Settings tab.

• Enter the amount of time prior to the start of the event that will serve as the Cancellation Deadline. By default, this will be 24 hours prior to the start of the event, but can be set up with units of minutes, hours, days, or weeks.

• By default, when an item is sold out, the system will Display a sold-out message. Enter your desired sold-out message in the text field.
• If you would prefer, you can choose to Put registrants on a waitlist. Choosing this option means that there will be no Sold-Out message, but instead a user will be able to add themselves to the waitlist. This list can be managed from the event’s registration Dashboard, where an administrator can process a wait-listed user’s registration manually if a spot becomes available.
• Enter a Category for the sale items that will be created from this template.
• Once you have entered all necessary information for this template, click Save.

 

Questions

Questions offer a means of collecting additional information for items. A user is prompted to provide this information when they register for an event or add an item to their cart. It is important to note that questions can be used for any item added to an event. Additionally, questions are made available to all calendar sites in your Event Publisher account. Adding questions here will add them the library of Available Questions on a sale item added to an event.

 

To create a new question:

• Click on Add A Question.
• Choose the question type from the drop down menu.
  • Text: Selecting this question type will allow the user to type a text input response. This type is best suited when the response(s) that will be submitted will vary greatly and predefined responses may not be appropriate.
  • Single Checkbox: Selecting this question type will allow the user to check the box next to your Question text as a way of saying "yes" to that question text.
  • Dropdown: Selecting this question type will offer the user a list of predefined responses in a drop down list. The user can select the appropriate response from the list. You must type the responses that will appear in the drop down list.
  • Multiple Choice: Selecting this question type will offer the user a list of predefined responses, each with a checkbox. The user can check as many checkboxes as is appropriate to indicate their response. This question type is best used when a user may have multiple responses to a question. You must type the responses that will appear in the list.
• Click the Save button to create the new question.

 

Categories

Categories allow you to create a organized structure for items you add to events. You can add as many sale item categories as you like.

 

To add a sale item category:

• Click on Add A Category.
• Enter the Category Name.
• Click Save.
• Click on the Active toggle to make this category available for use.